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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,516 | $106,008-37.3% | $92,240-27.9% | $147,586-54.9% |
| Participation rate | 93.3% | 80.4%+12.9pp | 76.5%+16.9pp | 82.8%+10.5pp |
| Annual return | 22.23% | 50.05%-27.8pp | 176.29%-154.1pp | 578.59%-556.4pp |
| Employer contribution / active EE | $1,168 | $4,333-73.0% | $3,680-68.3% | $4,876-76.0% |
| Participant deferral / active EE | $6,207 | $4,478+38.6% | $3,897+59.3% | $5,439+14.1% |
| Admin fee / account holder | $0 | $6,333-100.0% | $5,194-100.0% | $10,886-100.0% |